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Thread: BLT (Blis)

  1. #6761
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    Nev,
    You are not “ talking to yourself”. With an Interest over 16 years and plenty of skin I don’t remember reading the report you quote so a big thanks.
    Pat
    Prediction is hard even with the crystal ball.

  2. #6762
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    Global Probiotic Supplements Market Analysis Amid COVID-19 - Market for Dietary Supplements Expected to Witness a Surge in Demand in the Third and Fourth Quarter of 2020
    Research and Markets Logo
    NEWS PROVIDED BY

    Research and Markets
    Jun 05, 2020, 09:00 ET

    DUBLIN, June 5, 2020 /PRNewswire/ -- The "Probiotic Supplements Market - Global Outlook and Forecast 2020-2025" report has been added to ResearchAndMarkets.com's offering.

    In-depth Analysis and Data-driven Insights on the Impact of COVID-19 Included in this Global Probiotic Supplements Market Report

    In the post-COVID market landscape, the probiotic supplements market is expected to grow at a CAGR of over 6% during the period 2019-2025.

    The global probiotic supplement market is expected to witness consistent growth. The growth in probiotic foods, yogurts, and dairy products has led to the growth of the probiotics industry, which is getting reflected in the dietary supplement segment. The flexibility in storage options, strains with multiple benefits, consumer awareness, and the rise in health benefits of probiotics are expected to fuel the demand for probiotic supplements during the forecast period. APAC is estimated to grow at the fastest CAGR during the forecast period.

    While the outbreak of the COVID-19 has led to the downfall of major business operations, with major distribution outlets being completely shut down in Italy, Taiwan, Germany, the US, India, and Canada, the demand for vitamin and dietary supplements declined significantly. However, the market for dietary supplements, especially immunity oriented probiotic supplements, is expected to witness a surge in demand in the third and fourth quarter of 2020. Therefore, the market is expected to sail through during the forecast period, with the market reviving in the later stage.

  3. #6763
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    Quote Originally Posted by patrick View Post
    Nev,
    You are not “ talking to yourself”. With an Interest over 16 years and plenty of skin I hanks.
    Also of worth noting Pat is sales of products containing blis k12 and M 18 on the Walmart.com website.Sites of this guild give further insight into ingredient sales and confirm the trend of growth in this segment.If i was attending this years AGM i would certainly be asking questions about margins eg finished goods compared to ingredients.
    FY Finished product 2019=$3.1ml
    FY Finished product 2020=$3.1ml

    FY Ingredient Sales 2019=$5ml
    FY Ingredient Sales 2020=$7.3ml
    Seems to be more value in ingredient sales but seems to be more focus on finished products.
    I can but hope someone will query this!!!!

  4. #6764
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    Email Brian your questions and ask him to cover them at the AGM if allowed.

    Remember the finished product sales in 2019 were boosted significantly by loading Aussi up with finished goods to sell. As I recall from looking into it a year ago they have five times the number of chemists being supplied to compared to NZ. It was a big deal. It would be interesting to know if they have any estimate to expected sale value in Aussi this winter. The answer is probably price sensitive so it may need to be made in an announcement should they wish to answer.

  5. #6765
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    This company has never achieved its potential. I held, then sold, then bought in again. So much promise!

  6. #6766
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    Quote Originally Posted by tango View Post
    This company has never achieved its potential. I held, then sold, then bought in again. So much promise!
    I know that feeling of unrealized potential but i have been quite impressed with the current management and feel BLT have made some good progress in the last few years.If they cant gain traction in a world wanting immune boosting products there is something seriously wrong.I have faith and hope this time round.Previously it was just hope.

  7. #6767
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    Chemistwarehouse, Australia’s biggest Chemist has all Blis products at half price on line, and on phone, ( ten calls) some branches know nothing about Blis, some only have “ junior” and two, a selection. Their online web site listed 118 sales of Throat Guard yesterday for last 24 hours. not huge. A bit discouraging.
    Might they be still selling all that stock which was supplied for the launch last year?

    Thoughts?
    Pat
    Prediction is hard even with the crystal ball.

  8. #6768
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    Quote Originally Posted by nevchev View Post
    I know that feeling of unrealized potential but i have been quite impressed with the current management and feel BLT have made some good progress in the last few years.If they cant gain traction in a world wanting immune boosting products there is something seriously wrong.I have faith and hope this time round.Previously it was just hope.
    At least they have a professional website now
    It used to look like an accountant designed it

  9. #6769
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    Quote Originally Posted by patrick View Post
    Chemistwarehouse, Australia’s biggest Chemist has all Blis products at half price on line, and on phone, ( ten calls) some branches know nothing about Blis, some only have “ junior” and two, a selection. Their online web site listed 118 sales of Throat Guard yesterday for last 24 hours. not huge. A bit discouraging.
    Might they be still selling all that stock which was supplied for the launch last year?

    Thoughts?
    Below from the 2020 annual report.

    A substantial volume of product was supplied in the fourth
    quarter of FY19 to support the Australian Pharmacy channel
    launch in quarter one FY20. Sales to iNova in FY20 were in
    line with expectation at approximately half of that recorded
    in FY19 as a result of the early pipeline fill. iNova’s pharmacy
    ranging capability, education of pharmacy staff and building of
    consumer brand awareness has provided an excellent platform
    for ongoing success in this important growth market.

    So although product was supplied in late 2019 FY, promotion of BLT product only started in the 2020 FY.
    We also know that product has been reordered at about halve the original order in FY20.
    This reordering is interesting and should increase in time to come.
    Last edited by forest; 30-06-2020 at 07:38 PM.

  10. #6770
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    Quote Originally Posted by patrick View Post
    Chemistwarehouse, Australia’s biggest Chemist has all Blis products at half price on line, and on phone, ( ten calls) some branches know nothing about Blis, some only have “ junior” and two, a selection. Their online web site listed 118 sales of Throat Guard yesterday for last 24 hours. not huge. A bit discouraging.
    Might they be still selling all that stock which was supplied for the launch last year?

    Thoughts?
    Jeeze Pat,relax man!!Alls good in the hood.Have alook at probiotics on googleA world screaming out for them..The clean,green country selling whats good for you..........hang in there.

  11. #6771
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    Nev,
    What’s better than looking at Sales? Now much reduced holding, as disclosed, but still looking and would have expected better sales in AU.
    Pat
    Prediction is hard even with the crystal ball.

  12. #6772
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    Quote Originally Posted by patrick View Post
    Nev,
    What’s better than looking at Sales? Now much reduced holding, as disclosed, but still looking and would have expected better sales in AU.
    There was a real lack of information on how things were going in oz in the full year report
    I suspect sales may not be going to plan but surely 118 packets of throat guard (only one of their list of products)in 24 hours is not that bad.As we've discussed Pat,ingredient sales are where the $ are at the moment

  13. #6773
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    Quote Originally Posted by patrick View Post
    Nev,
    Whatís better than looking at Sales? Now much reduced holding, as disclosed, but still looking and would have expected better sales in AU.
    Hoefully we will get some guidance in a few weeks time.Well done on your sale Pat.Profit is profit and if BLT doesnt suit you,at least you didnt cop a loss.cheers

  14. #6774
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    I emailed them about product availability on Amazon(they must be getting sick of me by now)as friends in the states where having trouble ordering.The response was interesting...particularly the last couple of lines
    Hi Nev,

    If YOU try to do it from NZ (or any country outside the USA) it will not let you buy them b/c we donít ship to NZ (or other countries) from Amazon US. Only the US.

    But we have just checked again and key products are in stock and showing so: the screenshot below was just taken from Amazon in the US.

    TravelProtect and the kids powder are out of stock.

    ThroatHealth, Teeth&Gums, HoneyBLIS and FreshBreath kit are all in stock. And selling as I can see sales updated every 15 minutes.



    Sorry Ė not sure whatís happened there but believe me we are selling.
    Last edited by nevchev; 03-07-2020 at 06:31 AM.

  15. #6775
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    Thanks for the update nevchev..... very encouraging. Good work!

  16. #6776
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    Quote Originally Posted by nevchev View Post
    ThroatHealth, Teeth&Gums, HoneyBLIS and FreshBreath kit are all in stock. And selling as I can see sales updated every 15 minutes.
    I think it should be noted that this does not necessarily mean that there ARE sales every 15 minutes, but more that the technology refreshes every 15 minutes and it can be seen to be increasing. Not trying to downramp at all, but just provide clarification of how that system would work. Discl, held earlier this year, sold out at 0.084, plan to get back in at some point

  17. #6777
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    Quote Originally Posted by nevchev View Post
    I emailed them about product availability on Amazon(they must be getting sick of me by now)as friends in the states where having trouble ordering.The response was interesting...particularly the last couple of lines
    Hi Nev,

    If YOU try to do it from NZ (or any country outside the USA) it will not let you buy them b/c we don’t ship to NZ (or other countries) from Amazon US. Only the US.

    But we have just checked again and key products are in stock and showing so: the screenshot below was just taken from Amazon in the US.

    TravelProtect and the kids powder are out of stock.

    ThroatHealth, Teeth&Gums, HoneyBLIS and FreshBreath kit are all in stock. And selling as I can see sales updated every 15 minutes.



    Sorry – not sure what’s happened there but believe me we are selling.
    Nev,
    Keep up the research. With your luck just ask them about sales volume,?
    B4 the toe goes into the tide.
    Thanks
    Last edited by patrick; 04-07-2020 at 10:06 PM. Reason: Extra
    Pat
    Prediction is hard even with the crystal ball.

  18. #6778
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    Quote Originally Posted by patrick View Post
    Nev,
    Keep up the research. With your luck just ask them about sales volume,?
    B4 the toe goes into the tide.
    Thanks
    It was a genuine inquiry but they seem quite excited in their response. How do you get to see sales on chemistwarehouse Pat?I would like to keep an eye on that but cant see sale figures anywhere. Cheers

  19. #6779
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    Quote Originally Posted by nevchev View Post
    It was a genuine inquiry but they seem quite excited in their response. How do you get to see sales on chemistwarehouse Pat?I would like to keep an eye on that but cant see sale figures anywhere. Cheers
    Managed it once, not sure how (which I know sounds strange)
    Pat
    Prediction is hard even with the crystal ball.

  20. #6780
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    Quote Originally Posted by patrick View Post
    Managed it once, not sure how (which I know sounds strange)
    It was about 5pm on the 30th June, when in the “most popular” site. There was a sales figure of 46 for another Blis product I can’t remember details; all products shown but only the two numbers.
    Have not managed to find figures since.
    Pat
    Prediction is hard even with the crystal ball.

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